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The Marked Chart Wire · Tech and AI
HotMeta Litigation
Meta, YouTube, and TikTok resolved a lawsuit claiming their apps hurt young users via engaging features. Snap is now the only company facing trial in this bellwether case.
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AI Spending
NAND prices have risen 550 percent from 2023 lows due to AI data center demand. TechInsights estimates Apple will spend $25 billion on storage in 2026, up from $6 billion in 2025.
AI Spending
Microsoft lowered its FY2026 capital spending outlook to $170 billion from $175 billion due to GPU delivery delays. Alphabet kept its $195 billion to $205 billion target, while Meta raised its spending floor to $135 billion.
AI and chips
A report indicates that Google and Meta collaborated to create the Torch TPU, a specialized processor for AI tasks.
Apple
Apple introduced its first touch-enabled laptop, featuring an OLED display and M5 Pro processor. The release comes as global PC shipments dropped 20 percent in the third quarter, with Apple's own sales falling 11 percent.
HotAI Licensing
The company will respect a fresh protocol that lets individuals block their data from being used in AI development, which may boost Reddit's bargaining power in licensing talks.
AI and chips
The company is drawing on an $80 billion arrangement with suppliers to support its artificial intelligence expansion.
Fast headlines, summarized. Not verified and not advice. Check the full story before you act.